BOSTON TRUST WALDEN INC.

BOSTON, Massachusetts·21 registered advisors·CRD# 111266
SEC# 801-601360617-726-7250
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BOSTON TRUST WALDEN INC.

21 registered advisors
Amy Crandall Kaser
BOSTON, Massachusetts
Belinda Maria Cavazos
BOSTON, Massachusetts
David Aaron Sandell
BOSTON, Massachusetts
Domenic Colasacco
BOSTON, Massachusetts
Heidi Ann Soumerai
BOSTON, Massachusetts
Heidi Harris Vanni
BOSTON, Massachusetts
Jason T O'connell
BOSTON, Massachusetts
Jennifer Ann Ellis
BOSTON, Massachusetts
Katrina Lee Pelsue
BOSTON, Massachusetts
Kenneth Peter Scott
BOSTON, Massachusetts
Kimberly Davis Gluck
BOSTON, Massachusetts
Lucia Bianca Santini
BOSTON, Massachusetts
Mark Elliott Cushing
BOSTON, Massachusetts
Richard Quiller Williams
BOSTON, Massachusetts
Robert Allen Lincoln
BOSTON, Massachusetts
Russell Thomas Gentry
BOSTON, Massachusetts
Sarah Therese Kelly
BOSTON, Massachusetts
Stephen James Amyouny
BOSTON, Massachusetts
Stephen Kreigh Moody
BOSTON, Massachusetts
Thomas John Boland
BOSTON, Massachusetts
William Harris Apfel
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
21 advisors

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Data sourced from SEC Form ADV filings. BOSTON TRUST WALDEN INC. (CRD# 111266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.